HWM
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HighMark Wealth Management’s Bumble BMBL Stock Holding History

HighMark Wealth Management’s Portfolio BMBL Stock Details BMBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-15
Closed -$1K – 502
2021
Q2 		$1K Hold
15
– – ﹤0.01% 479
2021
Q1 		$1K Buy
+15
New +$1.01K ﹤0.01% 451

Other funds holding BMBL

Blackstone Inc
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighMark Wealth Management's BMBL Position: Q3 2021 in Review

HighMark Wealth Management sold out of Bumble (BMBL) in Q3 2021, closing a stake of 15 shares — an estimated $1K sold.

HighMark Wealth Management first reported a position in BMBL in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 231 funds tracked by Wall St. Rank hold BMBL as of Q3 2021.

  • HighMark Wealth Management reported no remaining Bumble position as of Q3 2021 after selling out during the quarter.
  • HighMark Wealth Management sold 15 Bumble shares in Q3 2021, an estimated $1K.
  • HighMark Wealth Management first reported a position in Bumble in Q1 2021 and held it in 2 quarters.
  • HighMark Wealth Management's Bumble position peaked at $1K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held Bumble as of Q3 2021.

Based on HighMark Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.